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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,101 | $85,171-75.2% | $172,753-87.8% | $72,976-71.1% |
| Participation rate | 36.6% | 70.1%-33.5pp | 82.6%-46.1pp | 69.5%-32.9pp |
| Annual return | 28.56% | 27.32%+1.2pp | 803.00%-774.4pp | 81.02%-52.5pp |
| Employer contribution / active EE | $188 | $3,324-94.3% | $5,144-96.3% | $2,440-92.3% |
| Participant deferral / active EE | $1,164 | $3,260-64.3% | $5,198-77.6% | $3,608-67.7% |
| Admin fee / account holder | $1,942 | $5,880-67.0% | $13,956-86.1% | $5,124-62.1% |